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| Provider | Service type | Compensation |
|---|---|---|
NECA MILW. CH.9+ years Service code 24 · EIN 39-0260800 | Discretionary Trustee | $205,537 |
ELEC. CONST. PEN. PLAN9+ years Service code 24 · EIN 39-1291994 | Discretionary Trustee | $152,767 |
REINHART BOERNER VAN DEUREN S.C.9+ years Filed as: REINHART ET AL Service code 22 · EIN 39-1126909 | Insurance Broker | $57,833 |
Filed as: STRATEGIC CAPITAL INVESTMENT ADV. Service code 27 · EIN 36-4268991 | Advisory (Plan) | $42,063 |
REILLY, PENNER & BENTON LLP9+ years Filed as: REILLY ET AL CPA Service code 10 · EIN 39-0747409 | Accounting | $39,642 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,885 | $241,850-68.2% | $102,437-24.9% | $200,096-61.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 18.56% | 17.67%+0.9pp | 24.95%-6.4pp | 34.26%-15.7pp |
| Employer contribution / active EE | $2,407 | $4,253-43.4% | $3,871-37.8% | $3,038-20.8% |
| Participant deferral / active EE | $1,121 | $3,961-71.7% | $5,060-77.8% | $5,090-78.0% |
| Admin fee / account holder | $99 | $288-65.5% | $8,388-98.8% | $269-63.1% |